Medical CRM Overview

Medical CRM is a multichannel solution that addresses the needs of medical organizations, including medical affairs, medical science liaisons, and medical information organizations. Medical CRM allows you to quickly and easily engage with opinion leaders and healthcare providers by enabling key capabilities for medical field teams, including planning, content sharing, capturing medical discussions, and capturing and analyzing medical insights.

Medical CRM uses the same source data as Vault CRM, including shared objects and fields, but with a user interface designed specifically for medical users. Some UI terms are pre-translated with industry standard Medical terminology by default. Additional terminology can be customized as needed. See Medical CRM Translations for more information.

Key features of Medical CRM include:

• Medical Discussions
• Key Medical Insights
• Customizable terminology
• Shared data with Veeva CRM

Users can also view customized KOL profile information by default after navigating to a stakeholder account. See Setting the Default KOL Profile Page for more information.

Not all features are available on all platforms. For a list of available platforms for each feature, see Platform Functionality.